Configuration checklist

Follow this checklist to integrate this product with Infor ION:


Complete	Task	Reference
❑	Understand the applications in the CloudSuite and some related concepts.	Integration with other products through ION Optiva Solutions Overview
❑	Configure security.	Configuring security
❑	Configure user access and roles: Configure user access to your application in Infor Ming.le. Configure additional system administration access to your application through Infor Ming.le. Set up roles in Infor Ming.le. Associate Infor Ming.le users and roles with users in other applications in the CloudSuite Optionally, set up distribution groups	Configuring access to applications through Infor Ming.le
❑	Configure Optiva.	Configuring Optiva
❑	Configure your product and ION to send and receive BODs: Configure Optiva to send and receive BODs Verify that BODs are generated Verify that ION receives data	Configuring Optiva to send and receive BODs in ION Verifying that BODs are generated Verifying that ION receives data
❑	Optionally, configure workflows and ION messages for your application.	Configuring workflows and ION messages for Optiva
❑	Set up ION APIs for your application.	Setting up ION APIs for Optiva
❑	Configure drillbacks to your product.	Configuring drillbacks to Optiva
❑	Configure context and utility apps that are used with your product.	Configuring context apps and utility apps that are used with Optiva
❑	Configure your product to work with Infor Document Management.	Configuring Infor Document Management with Optiva